Managed portfolio services are ‘a service, not a product’, panellists reminded delegates at PA360.
RBC head of intermediaries Ian Kloss, Tikker CEO and co-founder Tom Whittle, Fidelity International head of MPS and institutional solutions sales Graham Folley and The Lang Cat CEO and founder Mark Polson discussed the evolution and challenges of MPS in a maturing market. The importance of value The panel included a discussion on the importance of value to advisers. Kloss stressed: "We all have a responsibility to deliver a value proposition via DFM providers, financial advisory business or platform. We are all in the same game." However, Kloss noted that the fundamentals of the ...
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